A Look at Nextpoint AI's QSFI Solution: Introduction: In the world of retirement planning and estate management, qualified plans have always been a double-edged sword. While they offer tax-advantaged savings, they also come with a heavy tax burden, especially at the time of distribution and, more significantly, upon the death of the plan holder. This has led to the development of strategies to mitigate these tax impacts, commonly referred to as "pension rescue" programs. https://lnkd.in/eQ3Z2gMM
Nextpoint AI
Insurance
Ridgefield, Connecticut 31 followers
Innovative life insurance solutions
About us
Nextpoint Solutions designs, implements and services low-risk life insurance solutions using leverage. Co-founded by Robert Strauss, JD and Chris Jacob, CFP, Nextpoint is an advanced solutions branch of The Pinnacle Group.
- Website
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https://nextpoint.ai
External link for Nextpoint AI
- Industry
- Insurance
- Company size
- 2-10 employees
- Headquarters
- Ridgefield, Connecticut
- Type
- Self-Employed
- Founded
- 2018
- Specialties
- life insurance, leverage, premum financing, qualified plans, pension rescue, estate planning, and taxation
Locations
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Primary
Get directions
54 Danbury Rd
Ridgefield, Connecticut 06877, US
Employees at Nextpoint AI
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Chris Jacob CFP®
Innovative life insurance solutions and AI predictive spreadsheet applications and solutions.
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Robert Strauss, J.D.
Inventor of patented Proforce AI financial prediction software, SFI Premium Financing, Qualified SFI, Split Funded Insurance and Family Discount Life.
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Chris Jacob, CFP
-- Responsible life insurance solutions.
Updates
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Rethinking Premium Financing: A Blend of Leverage, Prudence and Technology https://lnkd.in/eRiD6Fc3
Revolutionizing Premium Financing: Leverage Meets Tech | NextPoint
nextpoint.ai
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Recent tax proposals could stifle economic growth, domestic investment and job creation. Read the full article here: https://lnkd.in/dkEaky5g
Recent Tax Law Proposals Could Stifle Economic Growth, Domestic Investment and Job Creation
nextpoint.ai
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Excited to introduce the safest alternative to pension rescue -- Qualified SFI. Fund life insurance with pre-tax dollars by financing the distribution tax. Insurance is out of the estate from the moment it's purchased. Very little collateral. Cost is the interest on the tax rather than the tax. A very easy to discussion to have.
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